Salesforce Business Analyst

Address:

The role of the Salesforce Business Analyst encompasses responsibility for CRM- related projects, enhancements, maintenance and direct support to the BMO Insurance’s business pillars.  The Salesforce BA will play a pivotal role in driving the company’s digital transformation by translating business needs into Salesforce enabled solutions that enhance customer experience, improve operational efficiency and modernize legacy insurance processes. This role bridges business stakeholders, technology teams and implementation partners to ensure Salesforce solutions deliver measurable value across BMO Insurance’s strategic pillars – Advisory, Retail & Institutional.

Key Responsibilities:

• Requirement Gathering & Analysis: Collaborate with Insurance business units to gather and analyze requirements, ensuring alignment with strategic priorities.
• Translate business needs into clear user stories, process flows and functional specifications for Salesforce solutions.
• Map and where applicable, re-engineer end to end insurance processes to leverage automation, AI and digital channels within Salesforce.
• Engage in regular review processes to ensure the CRM remains updated and accurate for data integrity purposes.
• Act as a trusted liaison between business and technical teams, facilitating workshops and UAT sessions to ensure alignment and adoption.
• Represent and advocate for the needs of the Insurance organization in new CRM projects and enhancements.
• Serve as a key advocate for continuous improvement by identifying opportunities to optimize workflows, dashboards and analytics for evolving business needs.

Qualifications & Experience:

• 5+ years of experience in CRM administration, business analysis and development, ideally in insurance industry preferred.
• 5+ years of Salesforce platform experience (Sales Cloud, Service Cloud or Financial Services Cloud).
• Strong understanding of insurance operations and the end-to-end policy lifecycle.
• Experience in Agile delivery environments and framework.
• Excellent communication, facilitation, and stakeholder management skills.
• General business knowledge and familiarity with analytics and business intelligence tools.
• Salesforce certifications (Administrator, Business Analyst, or Industry Cloud Consultant) will be preferred.
• Experience working in large, complex organizations with exposure to digital transformation, process improvement, and systems integration.
• Attend to detail is critical.
• Solid team player with a high commitment to quality work and service.

Working Conditions:

• Full-time position, based in the office 3 times a week.
• Collaborative role that requires working across various business units, including IT, Sales, and operations.

The above represents BMO Financial Group’s pay range and type.

Salaries will vary based on factors such as location, skills, experience, education, and qualifications for the role, and may include a commission structure. Salaries for part-time roles will be pro-rated based on number of hours regularly worked. For commission roles, the salary listed above represents BMO Financial Group’s expected target for the first year in this position.

BMO Financial Group’s total compensation package will vary based on the pay type of the position and may include performance-based incentives, discretionary bonuses, as well as other perks and rewards. BMO also offers health insurance, tuition reimbursement, accident and life insurance, and retirement savings plans. To view more details of our benefits, please visit: https://jobs.bmo.com/global/en/Total-Rewards

About Us

At BMO we are driven by a shared Purpose: Boldly Grow the Good in business and life. It calls on us to create lasting, positive change for our customers, our communities and our people. By working together, innovating and pushing boundaries, we transform lives and businesses, and power economic growth around the world.

As a member of the BMO team you are valued, respected and heard, and you have more ways to grow and make an impact. We strive to help you make an impact from day one – for yourself and our customers. We’ll support you with the tools and resources you need to reach new milestones, as you help our customers reach theirs. From in-depth training and coaching, to manager support and network-building opportunities, we’ll help you gain valuable experience, and broaden your skillset.

To find out more visit us at https://jobs.bmo.com/ca/en.

BMO is committed to an inclusive, equitable and accessible workplace. By learning from each other’s differences, we gain strength through our people and our perspectives. Accommodations are available on request for candidates taking part in all aspects of the selection process. To request accommodation, please contact your recruiter.

Note to Recruiters: BMO does not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to BMO, directly or indirectly, will be considered BMO property. BMO will not pay a fee for any placement resulting from the receipt of an unsolicited resume. A recruiting agency must first have a valid, written and fully executed agency agreement contract for service to submit resumes.